What departments does JL Smith Holistic Wealth Management have?

JL Smith Holistic Wealth Management has employees across 6 departments including Finance, Marketing, Operations, Analytics, Accounting.

What is the largest department at JL Smith Holistic Wealth Management?

The largest department at JL Smith Holistic Wealth Management is Finance with 7 employees.

Where are JL Smith Holistic Wealth Management employees located globally?

JL Smith Holistic Wealth Management has employees across 4 continents and 4 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America, Australia, Hong Kong.

How has JL Smith Holistic Wealth Management's team size changed over time?

JL Smith Holistic Wealth Management's team has decreased from approximately 36 to 30 employees based on available data.

JL Smith Holistic Wealth Management Employee Directory

Financial ServicesOhio, United States11-50 Employees

JL Smith Holistic Wealth Management is a financial services firm based in Westlake, Ohio, in the Cleveland area. It develops tailored plans covering financial planning, tax management, asset management, protection planning, and legacy planning, guided by fiduciary principles and a commitment to transparency. The firm serves a small to mid-sized client base with leadership drawn from fiduciary advisors and industry thought leaders, and it emphasizes a collaborative, client-focused approach.

Financial planning and investment advisory services are delivered through Prosperity Capital Advisors, an SEC-registered investment advisor. The firm positions itself as a small to mid-sized practice led by fiduciary advisors and industry thought leaders. More information about the firm can be found on its website at jlsmithgroup.com.

JL Smith Holistic Wealth Management Global Highlights

North America
64

United States Of America
64

Europe
12

United Kingdom Of Great Britain And Northern Ireland
12

Oceania
1

Australia
1

JL Smith Holistic Wealth Management's Leadership

R. S.
President
Mobile Phone
Email
K. S.
President
Mobile Phone
Email
M. S.
Co-Founder
Mobile Phone
Email
J. S.
Owner
Mobile Phone
Email
A. D.
Partner Financial Advisor
Mobile Phone
Email
D. H.
Managing Partner
Mobile Phone
Email
W. S.
Owner
Mobile Phone
Email
N. G.
Director Of Marketing
Mobile Phone
Email

JL Smith Holistic Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Community & Social Services
Business Development
Other

Contact profiles from JL Smith Holistic Wealth Management

Name

Title

Contact Info

Location

Last Update

H. S.
Business Development Coordinator
Mobile Phone
Email
United StatesNew York
Feb 09, 2026
J. W.
Advisor
Mobile Phone
Email
UNITED STATES
Oct 23, 2025
K. S.
Pittsburg County Commissioner
Mobile Phone
Email
Oct 23, 2024
L. K.
Operations Specialist
Mobile Phone
Email
United StatesNorth Carolina
Oct 22, 2024
P. E.
Financial Advisor
Mobile Phone
Email
United StatesNorth Carolina
Oct 22, 2024
A. G.
Financial Planner: Financial Adviser,Wealth Management, Estate Planning, Tax, Pensions & Investments
Mobile Phone
Email
United KingdomEngland
Apr 15, 2026
B. T. R.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
L. J.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is JL Smith Holistic Wealth Management known for?

JL Smith Holistic Wealth Management was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in 30400 Detroit Road Suite 202 Westlake, Ohio 44145 United States; you can contact the main corporate office by phone at

+1-440-934-****

. Explore JL Smith Holistic Wealth Management's company overview page for more information.

What is JL Smith Holistic Wealth Management's most common email format?

JL Smith Holistic Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more JL Smith Holistic Wealth Management email formats with LeadIQ.

How many employees does JL Smith Holistic Wealth Management have currently?

JL Smith Holistic Wealth Management has approximately 39 employees as of June 2026. These team members are located across 3 continents, including North AmericaEuropeOceania.

Who are JL Smith Holistic Wealth Management's key employees and leadership?

As of June 2026, JL Smith Holistic Wealth Management's key employees include:

President: R. S.
President: K. S.
Co-Founder: M. S.
Owner: J. S.
Partner Financial Advisor: A. D.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

JL Smith Holistic Wealth Management Employee Directory

Find JL Smith Holistic Wealth Management employees' phone numbers or email addresses

Name search is limited — try advanced search instead